preplan checklist

Getting Started with Preplanning

Hands typing on a laptop keyboard in a dimly lit setting

Dealing with the loss of a loved one can be overwhelming to your surviving family and friends, but preplanning your funeral service can help them better deal with the stress of losing someone.

Choose the Type of Service You Want and Who You Want to be in Charge

Preplanning your funeral service can not only ease the burden on your loved ones, but it helps ensure your final wishes are honored. While some families struggle with making those final decisions after losing someone, your family won’t have to worry about making those hard choices.


  • Choose which funeral home and director you would like to use to handle your service.
  • Decide what type of service you would like (traditional, cremation, donation, etc.).
  • If you choose a traditional service with burial, decide where you want to be buried or entombed.
  • Meet with the funeral director and evaluate your options for caskets, outer burial containers, and urns.
  • If you decide you want to be buried, consider your clothing options.
  • Look at options for a location to hold your service (funeral home, religious facility, sentimental building, graveside).
  • What type of flowers would you like? Do you want others to be allowed to send flowers, or would you rather donations be given to a particular charity or a charity of one’s choice?
  • Who will be a part of your service? Begin deciding on pallbearers, and even ask them personally. You should also decide who you would like to officiate or participate in your service.
  • Choose which songs you would like played at your service.
  • If you have a preference on prayers or church readings, or who will do the readings, please let us know.
  • Make notes about information you would like to be included in your obituary.

Choose to Pay in Advance

Making decisions about your funeral service in advance can benefit you and your survivors financially. If possible, pay for all expenses in advance, freeing your family from that financial burden. When possible, pre pay for:

  • Cemetery services, burial plot
  • All funeral arrangements including casket, urn, flowers, transportation and specialized services